TFSA ETF
Satrix
STXCAP - Satrix Capped All Share ETF
ETF Info
- Name
- Satrix Capped All Share ETF
- Symbol
- STXCAP
- Provider
- Satrix
- Distribution
- Distributing (Variable)
- First price
- 2021-11-23
- Latest price
- 2026-09-18
Best year
2025 (41.50%)
Worst year
2022 (-1.80%)
TIC
?
0.20%
Total growth
81.33%
Annualised growth
13.15%
Sharpe ratio
?
0.41
Sortino ratio
?
0.60
Calmar ratio
?
0.79
Annualised volatility
?
16.96%
Maximum drawdown
?
-17.57%
Distribution yield
?
3.06%
R1,000.00 at inception would be worth R1,813.26 now, an increase of R813.26 in total (81.33%) and 13.15% annualised.
Growth ?
Recent Performance
Calculated from latest closing date: 2026-09-18
| Period | Return | R1,000 |
|---|---|---|
| Past week | -1.41% | R985.89 |
| Past month | 0.51% | R1,005.09 |
| 3 months | 1.34% | R1,013.42 |
| 6 months | 5.07% | R1,050.68 |
| 12 months (ann.) | 12.27% | R1,122.62 |
| 2 years (ann.) | 21.04% | R1,464.67 |
| 3 years (ann.) | 19.37% | R1,701.07 |
| 5 years (ann.) | ||
| 10 years (ann.) |
Drawdown ?
Performance Per Year & Drawdown
| Year | Performance | Start | End | Max loss |
|---|---|---|---|---|
| 2026 | 0.27% | 2026-01-02 | 2026-09-18 | -14.07% |
| 2025 | 41.50% | 2025-01-02 | 2025-12-31 | -10.14% |
| 2024 | 14.71% | 2024-01-02 | 2024-12-31 | -8.14% |
| 2023 | 5.55% | 2023-01-03 | 2023-12-29 | -11.90% |
| 2022 | -1.80% | 2022-01-03 | 2022-12-30 | -17.57% |
| 2021 | 3.68% | 2021-11-23 | 2021-12-31 | -3.91% |
Historical Annual Distribution Yield ?
| Year | Total distributions | Last close | Yield |
|---|---|---|---|
| 2026 | R1.20 | R57.31 | 2.10% |
| 2025 | R1.54 | R57.99 | 2.66% |
| 2024 | R1.38 | R42.13 | 3.27% |
| 2023 | R1.25 | R38.50 | 3.24% |